Implementing Microsoft Dynamics AX 2012 with Sure Step 2012

Get to grips with AX 2012 and learn a whole host of tips and tricks to ensure project success

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Book Details

ISBN 139781849687041

Paperback234 pages

About This Book

Get the confidence to implement AX 2012 projects effectively using the Sure Step 2012 Methodology

Packed with practical real-world examples as well as helpful diagrams and images that make learning easier for you

Dive deep into AX 2012 to learn key technical concepts to implement and manage a project

Who This Book Is For

If you are a Dynamics AX consultant, developer, or in a customer resources or sales role that requires guidance and knowledge of the AX business solution space, or the delivery of an AX business solution that meets or exceeds the expectations of your organization, then this book is ideal for you. Basic experience of Dynamics AX and Sure Step is required.

Table of Contents

Chapter 1: Installing and Setting up Sure Step

Installing Sure Step

Creating the Dynamics AX project

Project initiation

Summary

Chapter 2: The Diagnostic

Overlapping with the sales phase

Decision accelerators

Summary

Chapter 3: Planning the Infrastructure to Support Dynamics AX

When should you start planning infrastructure

Choosing a team

Key technologies and roles to consider

Summary

Chapter 4: Installing the Dynamics AX Environments

Getting started

When to install your AX environments

Installing AX

Installing other environments

Summary

Chapter 5: Business Requirements Analysis

Overlap with the Diagnostic

Process or functional analysis

Best practices

Project team training

Rebudgeting the project

Sample project

Summary

Chapter 6: AX Setup

System-wide configuration

Module configuration

Summary

Chapter 7: Integration

Identifying integration

Accessing integration

Technologies

Planning

Testing

Summary

Chapter 8: Harnessing the Power of Standard AX Features

Understanding Workflow in AX

Advanced filters

Cues

Alerts

Personalization

Security

Summary

Chapter 9: Designing and Developing the Solution

Understanding the impact of change

Planning the development

Practical advice for the Development phase

Summary

Chapter 10: Reports, Document Layouts, and Business Intelligence

The difference between Reports, Document layouts, and Business Intelligence

Analysing and planning system output

Delivery phase

Summary

Chapter 11: Deployment Phase

Getting ready to deploy

End user training and user acceptance testing

Training

Training best practices

Testing

Real world example

Summary

Chapter 12: Project Governance and Quality Assurance

Project Governance and Delivery Review

Quality Assurance

Summary

Chapter 13: Operation Phase

Activities within the Operation phase

Project Planning

Transition Solution to Support

Future phases

AX communities and resources online

Summary

What You Will Learn

Understand the major principles of Sure Step Methodology

Learn about the key deliverables expected in each Sure Step implementation phase and how to deliver them

Identify risks and issues that may arise in an AX implementation project, and how to mitigate them

Gain the ability to identify the right resources for your teams and learn how and when to engage them

In Detail

Microsoft Dynamics AX is a comprehensive Enterprise Resource Planning (ERP) solution for midsize and larger organizations that empowers people to work effectively, manage change, and compete globally. Microsoft Dynamics Sure Step is an implementation methodology, a toolset, and an application to help Dynamics partners (AX, CRM, NAV, GP, and SL) successfully implement their Dynamics solutions such as Dynamics AX.

"Implementing Microsoft Dynamics AX 2012 with Sure Step 2012" will guide you through the Sure Step phases; from installing and setting up Sure Step, to working through the diagnostic and requirement phases, to harnessing the power of standard AX to make the most out of modifications, this book is a must for project managers and team members alike.

With detailed discussions of the diagnostic, analysis, design, development, deployment, and operation phases of the Sure Step Methodology, Implementing Microsoft Dynamics AX 2012 with Sure Step 2012 enables you to turn methodology into practicality with its real-life examples and helpful hints on applied aspects of AX implementations. It includes details of technical concepts that are important to understand and help you to effectively manage the project, as well as hints and tips based on real world experience that you won’t find in the standard Sure Step Methodology.

Implementing Microsoft Dynamics AX 2012 with Sure Step 2012 will enhance your understanding of Sure Step Methodology as well as increase your knowledge of AX 2012 that will better equip you to manage and deliver your project.

Authors

Keith Dunkinson

Keith Dunkinson has over 20 years’ experience implementing ERP systems for many companies, working with over 100 successful ERP implementations. He owned and ran The Computing Practice, an ERP solution centre where he worked in a variety of roles for over 16 years, selling and implementing Dynamics NAV, SAP, Oracle, and Sage software. Keith now works as the business development director at AxPact Limited – the world’s largest global supplier of Microsoft Dynamics AX – where he is involved in bringing together and managing over 30 independent Dynamics AX solution centres and leads the AxPact Project Governance Initiative. Keith still works hands-on in the sale and governance of AX delivery projects through his own company ERP Advisers Ltd; including being the lead project manager/project governor on a number of complex AX implementations.

Andrew Birch

Andrew Birch has over fifteen years’ experience in the technology industry starting his career as a network infrastructure engineer before moving to an operations management position in a software development company. Andrew began working with AX (Axapta) in 2003, and has since become one of the foremost proponents of Dynamics AX in Europe, speaking at several Microsoft events, with his projects winning a top industry award. He has been heavily involved in the creation and implementation of Microsoft Dynamics AX add-ons, particularly for the feed industry, that focus on real-time integrations between AX and production control systems. Andrew is now the lead consultant at Binary Consultants, a company he owns and runs with some of the most experienced and creative Dynamics AX and Microsoft .NET professionals in the UK.

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